Solutions 4 Wealth, Ltd Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Solutions 4 Wealth, Ltd disclosed 56 stock positions valued at approximately $77.47M as of quarter-end June 30, 2026. The largest holdings include INVESCO SR INCOME TR, WISDOMTREE TR, and GLOBAL X FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 56
- Portfolio Value
- $77.47M
Holdings by Sector
Solutions 4 Wealth, Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO SR INCOME TR | VVR | Financial Services | 10.48% | 2,707,077 | -115,252 | -4.08% | $8,121,232 |
| WISDOMTREE TR | PUTW | Other | 10.18% | 240,518 | +43,526 | +22.10% | $7,886,571 |
| GLOBAL X FDS | QYLD | Other | 8.21% | 344,995 | +10,136 | +3.03% | $6,358,255 |
| SELECT SECTOR SPDR TR | XLK | Other | 5.98% | 24,333 | +18 | +0.07% | $4,635,927 |
| APPLE INC | AAPL | Technology | 4.44% | 11,878 | +27 | +0.23% | $3,436,987 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 4.33% | 59,336 | +11,233 | +23.35% | $3,351,301 |
| GLOBAL X FDS | AIQ | Other | 4.11% | 48,494 | -239 | -0.49% | $3,181,702 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 4.09% | 21,656 | -591 | -2.66% | $3,169,259 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 3.24% | 22,223 | +2,814 | +14.50% | $2,508,513 |
| SCHWAB STRATEGIC TR | SCYB | Other | 2.73% | 80,816 | +44,710 | +123.83% | $2,115,767 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 2.54% | 15,390 | +2,357 | +18.08% | $1,967,027 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO | Other | 2.33% | 21,030 | +2 | +0.01% | $1,801,471 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 2.28% | 23,299 | +4,309 | +22.69% | $1,765,348 |
| NOVARTIS AG | NVS | Healthcare | 2.03% | 10,026 | -704 | -6.56% | $1,571,275 |
| SPDR SERIES TRUST | SLYG | Other | 2.02% | 13,125 | +1,982 | +17.79% | $1,563,609 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.99% | 17,197 | -324 | -1.85% | $1,545,144 |
| ISHARES TR | IHAK | Other | 1.70% | 21,712 | +3 | +0.01% | $1,318,123 |
| INVESCO EXCHANGE TRADED FD T | XMVM | Other | 1.59% | 17,419 | +3,260 | +23.02% | $1,235,342 |
| GLOBAL X FDS | DTCR | Other | 1.52% | 38,810 | -776 | -1.96% | $1,178,660 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.37% | 22,292 | -6,806 | -23.39% | $1,064,443 |
| GLOBAL X FDS | RYLD | Other | 1.31% | 63,461 | +1,801 | +2.92% | $1,014,748 |
| SOUTHSIDE BANCSHARES INC | SBSI | Financial Services | 1.10% | 24,242 | - | - | $853,076 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 1.10% | 4,443 | -113 | -2.48% | $851,936 |
| VANGUARD INDEX FDS | VTI | Other | 1.09% | 2,287 | +13 | +0.57% | $846,315 |
| VANGUARD INDEX FDS | VBK | Other | 1.08% | 2,278 | +1 | +0.04% | $833,182 |
| SPDR SERIES TRUST | SPYG | Other | 1.06% | 6,915 | -203 | -2.85% | $822,865 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 0.92% | 7,610 | -36 | -0.47% | $712,555 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.90% | 15,366 | -2,856 | -15.67% | $696,698 |
| VANGUARD WORLD FD | VGT | Other | 0.86% | 5,576 | +4,879 | +700.00% | $666,444 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.79% | 817 | -318 | -28.02% | $610,043 |
Showing 30 of 56 holdings in the latest reporting period.